Investment Q&A

Q: Gentlemen what about swapping GUD for LSPD?
Your thoughts?
Thanks Bob

Q: I have a philosophical question on bond allocations in a portfolio. Simply put, why would anyone put money in bonds or bond funds in the current interest rate environment. A high bond allocation made sense in the 70's and 80's but for the last many years the returns have been very small. I realize that the bonds won't fall in a recession, but is that worth the high lost opportunity cost compared to say, holding banks or utilities. What bothers me is the almost universal acceptance by advisors that a bond allocation is mandatory. As a nerdy engineer I get suspicious when ideas are presented as fact with minimal apparent logic. I can see why bonds are somewhat attractive to advisors as the low volatility keeps clients less "edgy" but is it really the best long term strategy under the current conditions. I am in the fortunate position that I do not need to make large withdrawals and I can usually plan ahead. Why would I need bonds?

Q: Given its recent momentum in spite of current geopolitical risks, do you think this would be a good time to get back into MTY?? Also, would you consider it to be fairly defensive stock? Thanks

Q: Hi, Thank you for your timely commentary on the company (and the secondary offering). We bought an initial position (1.75%) today at $49.39 and $50.22. Is it fine to Top up to 3%, right now? Looks like, you like the company. Could you please be kind enough to provide some more details as to its growth trajectory, revenue model (recurring/licensing etc), competition, debt, acquisitions approach and target market etc.. Which are the closet comparable companies in Canada and US? What is insiders/institutions ownership? What will be a possible 5i rating and will you own it in the Growth portfolio today, if had cash? Too many questions, so please deduct credits as you wish. Thanks

Q: Hi, based on the results, would you prefer to wait another quarter or two, before pulling the trigger to liquidate the position and free up the capital. Results seem to be a little bit reassuring and CEO sounded more optimistic about Coveris integration, this time around. Thanks

Q: I am devoid of any coms, utilities and real estate. I have the cash to add a full positon. Is this a good time to add to any of these sectors. What of your recommended portfolio holding would be a good add. Mainly a balanced follower but open all portfolios.

Q: Hi guys

Most ETFs I kind of understand what they are using to mimic an index, and to create the holding. With this ETF trading off the VIX wondering how they do this? What do you think of this as a short term holding. It just seems the VIX should have much more noise, given Trump, uncertainy, and trade issues, yet you wouldnt know it. Your thoughts?

Thanks
Stuart

Q: comments on the quarter please?

Q: Hello,
With the proposed acquisition of Cypress Semi, do you recommend selling at current market price and moving on, or holding on for a competitive bid.
If moving on, can you recommend a few small cap replacements in the same industry in the US.
Thanks,

Q: I have been building a position in this company given the depressed stock price. The catalyst I see is Doug Ford killing the Beer Store contract and opening up wine and liquor sales. I think at 15 cents/share, this is solid value. Thoughts?

Q: Can you provide comments on Transcontinental results?

Q: Hello! What are your thoughts on the valuation of Namaste given last earnings report?

Q: Comments on recent earnings? Is there a future here? I think I am in year 7 of a 5-year hold!

Appreciate your insight.

Paul F.

Q: FDX,NVDA,MG-T,MX-T,WFT-T,QCOM
I find very hard to take big loss on this stocks,do you think any of this need to be sold?

Q: Hi 0 What us your opinion of MX got the next 2 to 3 years?
Thanks

Q: Good morning,
Could you please comment on the most recent earnings- as a hold its steady, unheeded decline is concerning ( and becoming costly). What's your advice ?
Thank you.

Q: With interest rates stable or downward sloping why would a preferred share fund be decreasing in stock value? This should normally increase the value of the preferred shares in the fund, would it not?

Q: I enjoyed your report on lightspeed. I’m currently a square shareholder and was curious what advantages you feel lightspeed has that square doesn’t.

Thanks!

Q: Cervus has been hit with lower price lately.In May it seemed to have decent results.Do you have any information leading to downward price trend.

Q: Looking to add to the energy sector would like your opinion on vet and key and which would be looking to be the best in today's market other holding's include enb,ata,ad.fru I'm underweight energy.